Patriot-Financial-Group-Insurance-Agency
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "JWN", "LYFT", "MU", null, "JXN", "NVG", null, "ACN", null, "MMM", "ABT", "ABBV", "ADBE", "APD", "BABA", "NNE", "GOOGL", "AXP", null, null, "T", "BLK", "ENR", null, null, null, "CAT", "AVGO", "LOW", "KMX", null, "ARCC", "BBDC", null, null, "BSX", null, "HRB", null, null, null, null, "COF", null, null, "LNC", null, null, "DUK", "JRI", "EDIT", null, "PAGP", "EBAY", "RGTI", "PDI", null, null, null, "BKSY", null, "FCX", "DDD", "GD", null, "BCAT", null, null, null, "HON", "HD", null, "BRSP", null, null, null, null, "MCD", "QBTS", "RPM", null, "ESTA", null, null, "UNP", "QCOM", "FSCO", null, "LAMR", null, "EMXC", "GOF", null, "HWM", null, null, "GSIE", "INGR", "AMAT", null, "IIPR", "EMR", "BKNG", null, null, null, null, null, null, "MUB", "META", null, null, null, null, null, null, null, "HEFA", null, "IVW", "IJH", "PRPL", "PBYI", null, "REI", null, null, "SWK", null, null, null, null, "STKL", "UWMC", null, null, null, null, "IQV", null, null, "NDMO", "KGC", null, null, "LRCX", "PLBY", null, null, "GLO", null, null, null, "CEE", "MA", "RTO", "MDT", "MSFT", null, "MS", "FIS", "GE", "GPC", "HIG", "HRL", "NVS", "OXY", null, "OMC", "BX", "AMP", "IJR", "EFG", "ORCL", "OKE", "VGIT", null, null, null, "IWF", null, null, null, "PEP", "PNC", null, null, "IEMG", "GSBD", null, "IVV", "PBR", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "ENB", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", null, null, "JPC", "AMGN", null, null, null, null, null, null, "IEFA", null, null, "SRE", "RTX", "SPDW", "GLD", null, null, null, "SPYG", "AMT", "SPLG", null, "IBM", "SYK", "SBUX", "CI", "TXN", "TJX", "TFC", "UL", "UNM", "UPS", "BIV", "VO", "NEM", "MET", "SOUN", "MGNI", "SCHW", "SUN", null, "ACWV", "VWO", "BXMX", null, "ACHR", null, null, null, null, null, "VIG", null, "KOPN", "LYG", "MRVI", "TTE", null, null, "SNY", null, "TSM", "GSK", "PR", "ETR", "FSK", null, "VYM", "VRTX", null, null, "TT", "VRT", null, "ADSK", "WMG", "GM", "AFL", "AMD", "ALLE", "VFC", "SDY", "FI", "F", "WEC", null, "DEO", "FTNT", "IWR", "NCLH", null, "AEP", "ES", null, "JBLU", null, null, "NVO", "AMZN", null, null, null, "CLF", null, "IVE", null, null, null, null, null, "HII", null, null, null, null, null, null, "VEU", "VGT", "USB", "VUG", "VEA", "VALE", null, "VXUS", "BNDX", "MGV", "BND", "VOT", "BSV", "VB", "VOO", "VTV", "VEEV", "VRSN", "V", null, null, null, "VSCO", "WBD", "WMT", "VYGR", "WBS", "WFC", null, null, null, null, null, null, null, "WH", "YUMC", "ZBRA", null, "IUSG", null, null, "DTE", null, "MTB", null, "SCHD", null, "DVY", "CHKP", "SCHG", null, "SCHA", "JD", "EIX", null, "NXPI", "LH", "MFC", null, "SBSW", "OTIS", "PSX", "OPEN", "CRM", "SNAP", null, null, null, null, "IXUS", "HBI", null, null, "GEV", "DGRO", "MCK", null, "SPYV", null, null, "ESGU", null, null, "ADP", "BAC", null, "BK", "BRK-B", "BDX", "BBAI", null, "BIO", null, null, "BA", "BMY", "BTI", "BMBL", "BR", "CCJ", "CWST", "CPRI", "CARR", "CRL", "CVX", "LNG", "CTAS", "CSCO", "C", "KO", "CMCSA", "CL", "COP", "CMP", "CEG", "ED", "COST", "CRSP", "CVS", "CSX", "DHR", "DELL", "DVN", "FANG", null, "DFAC", "DFS", "DOCU", "RSP", "IJJ", "ADI", "IWB", "NEE", "NKE", "QQQ", "IWM", "EPD", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "APO", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 488
- Total Value
- 745683027
- Accession Number
- 0001667731-25-000420
- Form Type
- 13F-HR
- Manager Name
- Patriot-Financial-Group-Insurance-Agency
Data Enrichment
64% identified312 identified176 unidentified
Holdings
488 positions
Manager:
Search and click to pin securities to the top
Page 19 of 25
33734H106
Shares:7.5K
Value:$335.4K
808524508
Shares:12.5K
Value:$327.4K
46435G193
Shares:14.0K
Value:$322.7K
92189F643
Shares:3.7K
Value:$321.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.5K | QoQ -7.36% (-200)YoY -4.77% (-126) | All Managers (Combined) | $337.8K | ||
1.5K | All Managers (Combined) | $337.4K | |||
9.4K | QoQ NEW(+9.4K) YoY NEW(+9.4K) | All Managers (Combined) | $335.7K | QoQ NEW(+$335.7K) YoY NEW(+$335.7K) | |
(cusip33734H106)✕ | 7.5K | All Managers (Combined) | $335.4K | ||
4.7K | QoQ +1.78% (+83)YoY +1.65% (+77) | All Managers (Combined) | $335.3K | ||
3.0K | QoQ -0.20% (-6)YoY -0.26% (-8) | All Managers (Combined) | $329.7K | ||
2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $329.5K | QoQ NEW(+$329.5K) YoY NEW(+$329.5K) | |
14.4K | YoY NEW(+14.4K) | All Managers (Combined) | $328.9K | YoY NEW(+$328.9K) | |
(cusip808524508)✕ | 12.5K | All Managers (Combined) | $327.4K | ||
3.9K | All Managers (Combined) | $326.2K | |||
5.3K | QoQ +6.59% (+328)YoY +7.30% (+361) | All Managers (Combined) | $323.4K | ||
(cusip46435G193)✕ | 14.0K | All Managers (Combined) | $322.7K | ||
10.8K | QoQ +5.40% (-553)YoY NEW(+10.8K) | All Managers (Combined) | $322.5K | YoY NEW(+$322.5K) | |
(cusip92189F643)✕ | 3.7K | All Managers (Combined) | $321.5K | ||
881 | YoY NEW(+881) | All Managers (Combined) | $318.3K | YoY NEW(+$318.3K) | |
2.3K | QoQ -0.71% (-17) | All Managers (Combined) | $311.4K | ||
15.5K | QoQ -1.54% (-243)YoY NEW(+15.5K) | All Managers (Combined) | $306.4K | YoY NEW(+$306.4K) | |
19.5K | All Managers (Combined) | $304.1K | |||
5.1K | QoQ +7.68% (+363)YoY -7.33% (-403) | All Managers (Combined) | $302.2K | ||
METLIFE INC(METcusip59156R108) | 3.7K | All Managers (Combined) | $299.8K |